Account Management

Manage your Articler account settings, team members, billing, and preferences. Understand the difference between personal and team accounts in Articler's workspace-based system.

Articler uses a sophisticated dual-account system designed to accommodate both individual creators and collaborative teams. Understanding how these account types work together is essential for maximizing your content creation potential.

Understanding Articler's Account System

The Dual Account Architecture

Every user in Articler has TWO types of accounts:

  1. Personal Account: Your individual identity and profile (automatically created when you sign up)

  2. Team Account(s): Collaborative workspaces where content creation happens (created when you subscribe)

Important: Content creation happens within Team Accounts (also called "workspaces"), not Personal Accounts. Even if you're working alone, you'll create content within a team workspace.

Personal vs Team Accounts

FeaturePersonal AccountTeam Account

Purpose

User identity & profile

Content creation workspace

Content Creation

❌ No

✅ Yes

Multiple Accounts

❌ One per user

✅ Unlimited

Collaboration

❌ No

✅ Yes

Billing

❌ No subscriptions

✅ Individual plans per workspace

URLs

/home/settings

/home/[workspace-slug]/

Workspace-Based Content Creation

Each Team Account = One Brand/Project Workspace

  • Brand Focus: Each workspace represents one brand, company, or project

  • Independent Plans: Each workspace has its own subscription plan and credits

  • Isolated Content: Contexts, presets, audiences, and articles belong to specific workspaces

  • Flexible Management: Create workspaces for different clients, brands, or projects

Example Setup:

  • Personal Account: "John Smith" (your profile)

  • Team Workspaces:

    • "Marketing Agency Pro" (Pro Plan - $139/month)

    • "Client ABC Blog" (Starter Plan - $39/month)

    • "Personal Blog" (Plus Plan - $79/month)

Personal Account Management

Your personal account contains your user profile and authentication settings that apply across all your workspaces.

Profile Settings

Access: Settings menu → Personal Settings (or /home/[workspace]/user-settings)

Profile Information:

  • Display Name: Your name shown to team members

  • Profile Picture: Avatar displayed across all workspaces

  • Email Address: Login email and notification recipient

  • Language Preference: Interface language selection

Security Settings:

  • Password Management: Update your login password

  • Multi-Factor Authentication (MFA): Add phone or authenticator app protection

  • Account Linking: Connect OAuth providers (Google, GitHub, etc.)

  • Active Sessions: Monitor login activity

Personal Account Features

Limited Functionality:

  • No content creation capabilities

  • No subscription billing

  • No team collaboration

  • Used only for identity and profile management

Navigation: Personal account settings are accessible from any workspace via the user dropdown menu or settings sidebar.

Team Account Management

Team accounts are where all content creation and collaboration happens. Each team account operates as an independent workspace.

Creating Team Accounts

Automatic Creation: When you subscribe to any plan, Articler creates your first team account Additional Workspaces: Create unlimited additional team accounts from your dashboard Naming: Choose descriptive names like "Acme Corp Marketing" or "Personal Blog"

Team Account Settings

Access: Team Settings in the workspace sidebar

Basic Information:

  • Workspace Name: The brand or project name

  • Workspace Logo: Brand image displayed in the workspace

  • Workspace Slug: URL identifier (e.g., acme-corp-marketing)

Advanced Settings:

  • Onboarding Status: Track completion of initial setup

  • Feature Configuration: Enable/disable specific features

  • Danger Zone: Transfer ownership or delete workspace

Team Account URLs

All team content is accessed via workspace-specific URLs:

  • Dashboard: /home/[workspace-slug]/

  • Articles: /home/[workspace-slug]/articles

  • Settings: /home/[workspace-slug]/settings

  • Members: /home/[workspace-slug]/members

Team Member Management

Team accounts support collaborative content creation with role-based permissions and sophisticated member management.

Member Roles & Hierarchy

Articler uses a hierarchical role system where lower numbers = higher privileges:

Owner (Hierarchy Level: 1)

  • Privileges: Full administrative control

  • Capabilities:

    • All content creation and management

    • Add/remove team members

    • Manage all roles including other owners

    • Billing and subscription management

    • Transfer ownership or delete workspace

    • Access to all workspace features

Admin (Hierarchy Level: 2)

  • Privileges: Team management without billing control

  • Capabilities:

    • All content creation and management

    • Invite and manage members (except owners)

    • Update member roles (except owners)

    • Access to most workspace features

    • Cannot manage billing or delete workspace

Member (Hierarchy Level: 3)

  • Privileges: Content creation with limited management

  • Capabilities:

    • Create and edit content

    • Access shared contexts, presets, and audiences

    • Basic analytics viewing

    • Cannot manage other members

    • Cannot access billing or settings

Role Permissions System

Granular Permissions:

  • members.manage: Add, remove, and update member roles

  • roles.manage: Change member roles and permissions

  • billing.manage: Access billing and subscription settings

  • settings.manage: Update workspace settings

  • invites.manage: Create and manage member invitations

Permission Enforcement:

  • Higher roles can manage lower roles

  • Users cannot modify their own permissions

  • Primary owner always has full permissions

  • Role hierarchy prevents privilege escalation

Adding Team Members

Invitation Process:

  1. Navigate to Members: Go to workspace sidebar → Members

  2. Invite Members: Click "Invite Members" button

  3. Enter Details:

    • Email addresses (up to 5 at once)

    • Assign roles (Admin, Member)

    • Send invitations

  4. Member Acceptance: Invitees receive email with join link

  5. Automatic Access: Members gain immediate workspace access upon acceptance

Invitation Management:

  • Expiration: Invitations expire after 7 days

  • Renewal: Extend expired invitations

  • Role Updates: Modify roles before acceptance

  • Cancellation: Delete pending invitations

Managing Existing Members

Member Table Features:

  • Search & Filter: Find members by name, email, or role

  • Role Updates: Change member roles (hierarchy restrictions apply)

  • Member Removal: Remove members from workspace

  • Primary Owner Transfer: Transfer complete ownership (OTP required)

Role Change Rules:

  • Owners can change any member's role

  • Admins can manage members but not other admins/owners

  • Members cannot change any roles

  • Users cannot modify their own roles

Member Limits by Plan

Plan-Based Restrictions:

  • Starter Plan: Up to 3 members

  • Plus Plan: Up to 10 members

  • Pro Plan: Up to 25 members

  • Enterprise Plan: Unlimited members

Limit Enforcement:

  • Includes both active members and pending invitations

  • Upgrade prompts when limits are reached

  • Prevents new invitations beyond plan limits

Workspace Collaboration Features

Shared Resources

Team-Wide Assets:

  • Contexts: Brand information accessible to all members

  • Presets: Writing styles and tone consistency

  • Audiences: Target demographics and personas

  • Keywords: SEO terms and content focus areas

  • Goals: Content objectives and call-to-action types

Permission-Based Access:

  • All members can use shared resources

  • Higher roles can create and modify shared assets

  • Content inherits workspace-level settings

Content Collaboration

Article Management:

  • Shared Workspace: All articles visible to team members

  • Collaborative Editing: Multiple members can work on content

  • Role-Based Access: Permissions control editing capabilities

  • Version Control: Track changes and authorship

Workflow Integration:

  • Status Tracking: Monitor article progress across team

  • Assignment System: Assign articles to specific team members

  • Review Process: Higher roles can review and approve content

Billing & Subscription Management

Workspace-Based Billing

Individual Subscriptions:

  • Each workspace has its own subscription plan

  • Independent billing cycles and credit allocations

  • Separate payment methods and invoicing

  • Plan changes affect only the specific workspace

Billing Access Control:

  • Only users with billing.manage permission can access billing

  • Typically limited to Owners and designated Admins

  • Billing changes require workspace owner approval

Credit System Integration

Workspace Credit Allocation:

  • Credits belong to specific workspaces

  • Usage tracked per workspace

  • Credit purchases apply to individual workspaces

  • No credit sharing between workspaces

Team Usage Monitoring:

  • Track credit consumption by team members

  • Monitor content generation across the team

  • Plan usage forecasting for team activities

Security & Access Control

Authentication & Authorization

Multi-Layer Security:

  • User authentication via personal account

  • Workspace membership verification

  • Role-based permission checking

  • Action-level authorization

Access Patterns:

  • Users must be authenticated (personal account)

  • Must be members of workspace (team account)

  • Must have required permissions for actions

  • Workspace data isolated from other workspaces

Data Protection

Workspace Isolation:

  • Complete data separation between workspaces

  • Row-Level Security (RLS) enforces access control

  • No cross-workspace data access

  • Secure content and member information

Audit & Compliance:

  • Member activity tracking

  • Permission change logging

  • Invitation and access monitoring

  • GDPR and privacy compliance

Advanced Account Management

Ownership Transfer

Primary Owner Transfer:

  • Only primary owners can transfer ownership

  • Requires OTP (One-Time Password) verification

  • New owner must be existing workspace member

  • Automatic role updates and permission inheritance

Transfer Process:

  1. Navigate to Workspace Settings → Danger Zone

  2. Select "Transfer Ownership"

  3. Choose existing member as new owner

  4. Complete OTP verification

  5. Confirm transfer action

Workspace Deletion

Permanent Deletion:

  • Only primary owners can delete workspaces

  • Requires OTP verification for safety

  • Deletes all content, members, and billing data

  • Cannot be undone - ensure proper backups

Deletion Impact:

  • All articles and content permanently removed

  • Member access immediately revoked

  • Subscription automatically cancelled

  • Billing history preserved for records

Multi-Workspace Management

Account Switching:

  • Seamless switching between workspaces

  • Workspace selector in navigation

  • Context-aware URLs and features

  • Preserved user session across workspaces

Unified Profile:

  • Single personal account across all workspaces

  • Consistent profile information

  • Centralized authentication and security settings

  • Shared notification preferences

Best Practices

Workspace Organization

Strategic Setup:

  • Create separate workspaces for distinct brands/projects

  • Use descriptive workspace names and logos

  • Establish clear content organization within workspaces

  • Regular review of workspace settings and members

Team Structure:

  • Assign appropriate roles based on responsibilities

  • Regular audit of member permissions

  • Clear communication of role expectations

  • Proper onboarding for new team members

Security Management

Regular Maintenance:

  • Review team member access quarterly

  • Remove inactive members promptly

  • Monitor invitation expiration and renewal

  • Enable MFA for all team members

  • Regular password updates

Access Control:

  • Follow principle of least privilege

  • Grant minimum necessary permissions

  • Regular permission audits

  • Secure invitation process

Troubleshooting

Common Issues

Access Problems:

  • Can't access workspace: Verify team membership and active subscription

  • Permission denied: Check role assignments and required permissions

  • Missing features: Confirm plan limits and feature availability

Member Management:

  • Invitation failures: Check email validity and plan member limits

  • Role changes blocked: Verify hierarchy rules and required permissions

  • Cannot remove member: Check if user is primary owner or has elevated role

Billing Issues:

  • Billing access denied: Verify billing.manage permission

  • Plan changes restricted: Confirm owner/admin role requirement

  • Credit allocation: Check workspace-specific credit balances

Getting Help

Support Resources:

  • Documentation: Comprehensive guides and tutorials

  • Support Team: Direct assistance for complex issues

  • Community Forums: Peer support and best practices

  • Account Manager: Dedicated support for Enterprise plans

Effective account management ensures optimal collaboration, security, and productivity across your content creation workflow. Regular review and maintenance of your account structure, team permissions, and workspace organization will maximize your success with Articler's powerful collaboration features.